- Kestra Financial (Raleigh, NC)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Senior Client Service Associate Supervisory + Responsibilities: None ... Who We are: Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients… more
- Raymond James Financial, Inc. (Hunt Valley, MD)
- **Description** **Description** **Overview** + Senior Registered Client Service Associate with potential supplemental compensation on a Chairman's ... Celebrating more than 60 years of rich history and recognition for service and excellence in the...Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is… more
- Morgan Stanley (Morristown, NJ)
- …workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Sr . Registered Client Service Associate **Location:** *New Jersey-Morristown* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- JPMorgan Chase (Plano, TX)
- The Client Service Associate is the primary point of contact for all deposit account service -related needs of a JP Morgan Advisor's client . This role ... is responsible for establishing, maintaining, and building client relationships. The Client Service Associate works in a team-oriented environment with… more
- Coldstream Wealth Management (Bellevue, WA)
- …Then Coldstream has a fantastic opportunity to advance your career in financial services! As a Senior Client Service Associate on one of our growing ... reliability (the team's hours are 7 AM to 4 PM, Monday through Friday) Keyword: Senior Client Service Associate From: Coldstream Wealth Management more
- CIBC (San Francisco, CA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Senior Client Service Associate executes the ... about resolution. This role also provides oversight on some aspects of the Client Service Associate 's responsibilities. **How you'll succeed** + Prepare… more
- JPMorgan Chase (Tempe, AZ)
- Apply today for an opportunity to join an amazing team! As a Senior Client Service Associate for Dealer Services, you will be responsible for various ... role, you will serve as the primary point of service contact for each client within your...offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.… more
- JPMorgan Chase (Newark, DE)
- …and delivers premier client service , JP Morgan is the place for you! As a Senior Client Service Associate within the US Private Bank at JP Morgan ... approach across all Private Banking products. **Job responsibilities** + Provide exceptional client service and flawless execution on client requests,… more
- Coldstream Wealth Management (Mercer Island, WA)
- …your client service career in the wealth management industry? As a Senior Client Service Associate with Coldstream, you will support multiple ... reliability (the team's hours are 8 AM to 5 PM, Monday through Friday) Keyword: Senior Client Service Associate From: Coldstream Wealth Management more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... the financial advisors and branch office. * Opens new client accounts, researches client and security information...stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze… more